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CVTRX vs FGGIX
CVTRX vs FGGIX Comparison
Open Charts CVTRX vs FGGIX
Calamos Growth & Income A
Price$56.96
Change+$0.14 (+0.25%)
VolumeN/A
Net Assets3.27B
American Funds Growth and Inc 529-F-2
Price$22.22
Change+$0.10 (+0.45%)
VolumeN/A
Net Assets21.69B
CVTRX vs FGGIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FGGIX has more cash in the bank: 21.7B vs. CVTRX (3.27B). FGGIX pays higher dividends than CVTRX: FGGIX (1.76) vs CVTRX (0.55). CVTRX was incepted earlier than FGGIX: CVTRX (37 years) vs FGGIX (5 years). CVTRX (1.05) is less costly to investors than FGGIX (0.44). CVTRX is a more actively managed with annual turnover of: 28.00 vs. FGGIX (10.00). FGGIX has a lower initial minimum investment than CVTRX: FGGIX (250) vs CVTRX (2500). FGGIX annual gain was more profitable for investors over the last year : 11.48 vs. CVTRX (10.11). CVTRX return over 5 years is better than : 42.89 vs. FGGIX (40.35).
| CVTRX | FGGIX | CVTRX / FGGIX | |
| Total Expense Ratio | 1.05 | 0.44 | 239% |
| Annual Report Gross Expense Ratio | 1.05 | 0.44 | 239% |
| Fund Existence | 37 years | 5 years | - |
| Gain YTD | 16.700 | 17.356 | 96% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.27B | 21.7B | 15% |
| Annual Yield % from dividends | 0.55 | 1.76 | 31% |
| Returns for 1 year | 10.11 | 11.48 | 88% |
| Returns for 3 years | 44.22 | 43.13 | 103% |
| Returns for 5 years | 42.89 | 40.35 | 106% |
| Returns for 10 years | 101.00 | N/A | - |
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